Transaction Dynamics

A partnership with management to support Mostardi Platt’s next stage of growth. Management made a meaningful investment in the company as part of the transaction.

Investment Thesis

• Recurring revenue model driven by the non-discretionary, regulatory-driven services
• Highly diversified and long-tenured client base
• Opportunities to drive organic growth through geographic expansion and the addition of new capabilities
• Fragmented market with numerous add-on acquisition opportunities

Incline Value Enhancement

• Invest in sales and marketing to accelerate the organic growth profile
• Pursue add-on acquisition and greenfield opportunities to enter new geographies and market segments
• Increase operational scalability through investments in back-office resources, technology and infrastructure